CHEMBOND CHEMICALS Q2 CONCALL : STRONG REVENUE GROWTH EXPECTED IN H2, ₹1,000 CR REVENUE AMBITION REITERATED & DATA CENTER EXPOSURE TARGETED TO INCREASE

• MANAGEMENT EXPECTS STRONG REVENUE GROWTH MOMENTUM TO CONTINUE THROUGH H2 FY27 • Q4 FY27 EXPECTED TO BENEFIT FROM HISTORICALLY STRONG SEASONAL DEMAND • ₹1,000 CR REVENUE AMBITION REITERATED, SUPPORTED BY ORGANIC EXPANSION & POTENTIAL ACQUISITIONS • RAW MATERIAL COST PRESSURE EXPECTED TO CONTINUE IN Q3 AT LEVELS SIMILAR TO Q2 • EBITDA MARGIN DECLINED TO 8.8% IN Q2 VS APPROXIMATELY 16.2% QOQ, DRIVEN BY HIGHER MATERIAL COSTS • MANAGEMENT SEES POTENTIAL MARGIN RECOVERY WITHIN 1–2 QUARTERS AFTER RAW MATERIAL COSTS & SUPPLY CHAINS NORMALIZE • WATER TECHNOLOGIES REVENUE UP 28% YOY IN H1, SUPPORTED BY STRONG INDUSTRIAL DEMAND • WATER TREATMENT CHEMICAL VOLUMES UP APPROXIMATELY 44% YOY, REFLECTING STRONG UNDERLYING DEMAND • DATA CENTER WATER TREATMENT BUSINESS EXPANDING, WITH CUSTOMERS INCLUDING NTT, YOTTA & CTRLS • NEW-AGE INDUSTRIES' CONTRIBUTION TO WATER TECHNOLOGIES REVENUE COULD INCREASE TO 12–15% OVER THREE YEARS FROM CURRENT 7–8% • CONSTRUCTION CHEMICALS REVENUE UP 30% YOY IN H1, WITH INCREASING FOCUS ON SEALANTS • CHEMICAL DISTRIBUTION REVENUE UP 86% YOY, WHILE CLEANING & HYGIENE BUSINESS GREW 59% IN H1 • EQUIPMENT ORDER BOOK STANDS AT APPROXIMATELY ₹15–20 CR FOR FY27, WITH RECURRING CHEMICAL CONSUMABLES SUPPORTING REVENUE VISIBILITY • MANAGEMENT EVALUATING SYNERGISTIC ACQUISITIONS, WITH NO MAJOR MANUFACTURING CAPACITY CONSTRAINTS FOR FUTURE EXPANSION • PERSISTENT RAW MATERIAL INFLATION, FIXED-PRICE PUBLIC SECTOR CONTRACTS, MARGIN RECOVERY DELAYS & ACQUISITION EXECUTION REMAIN KEY RISKS

CHEMBOND CHEMICAL LIMITED

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